Location: Bristol hybrid [3 days per week] Reports to: Client Services & Operations Manager SMCR Function: Certified Role Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible. What's on offer at Ascot Lloyd? - Skills accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work autonomously and strive for excellence in a high growth environment. - Support to Succeed: Investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave. - Benefits: A corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice for employees, enhanced parental leave - plus fun perks to help you thrive. - Recognition: A package including performance bonuses and long-term incentives, length-of-service awards, and values recognition. What does Paraplanning look like at Ascot Lloyd? The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations. Your impact on stakeholders: - Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports. - Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles. - Build strong partnerships with Advisers, refining recommendations collaboratively. - Drive excellence by identifying opportunities to improve processes and client outcomes. - Maintain accurate records within Intelligent Office and adhere to agreed timescales. What you'll bring to the position: - Financial Planning Diploma qualified (or equivalent). - Strong experience in end-to-end paraplanning. - Excellent communication, written and verbal. - High attention to detail and strong organisational skills. - Ability to personalise suitability reports beyond templated wording. - Integrity, professionalism, and adherence to Consumer Duty. Technical Skills: - Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner. - Understanding of centralised investment propositions including model portfolios and DFMs. - Strong MS Office skills. Soft Skills: - Clear communication. - Strong attention to detail. - Ability to prioritise workload. - Client confidentiality. - Strong adherence to policies and compliance requirements. Experience: - Demonstrable experience in paraplanning. - Strong understanding of the advisory process. - Experience working with Intelligent Office preferred. Qualifications and Certifications: - Level 4 Diploma in Financial Planning [ideal but not essential] - Commitment to ongoing CPD.

Location: Bristol hybrid [3 days per week] Reports to: Client Services & Operations Manager SMCR Function: Certified Role Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible. What's on offer at Ascot Lloyd? - Skills accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work autonomously and strive for excellence in a high growth environment. - Support to Succeed: Investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave. - Benefits: A corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice for employees, enhanced parental leave - plus fun perks to help you thrive. - Recognition: A package including performance bonuses and long-term incentives, length-of-service awards, and values recognition. What does Paraplanning look like at Ascot Lloyd? The Paraplanning function provides critical support to the Advice team by ensuring high-quality research, analysis, and suitability reporting. You will contribute to delivering consistent, compliant, and proactive client service while supporting Treating Customers Fairly (TCF) and Consumer Duty obligations. Your impact on stakeholders: - Deliver timely, high-quality paraplanning support including research, analysis, and suitability reports. - Support Financial Advisers by preparing pre-meeting documents, analysing products, charges, tax implications, and risk profiles. - Build strong partnerships with Advisers, refining recommendations collaboratively. - Drive excellence by identifying opportunities to improve processes and client outcomes. - Maintain accurate records within Intelligent Office and adhere to agreed timescales. What you'll bring to the position: - Financial Planning Diploma qualified (or equivalent). - Strong experience in end-to-end paraplanning. - Excellent communication, written and verbal. - High attention to detail and strong organisational skills. - Ability to personalise suitability reports beyond templated wording. - Integrity, professionalism, and adherence to Consumer Duty. Technical Skills: - Research tools experience such as Selectapension, FE Analytics, Iress/Exchange, Voyant/FinCalc, and Dynamic Planner. - Understanding of centralised investment propositions including model portfolios and DFMs. - Strong MS Office skills. Soft Skills: - Clear communication. - Strong attention to detail. - Ability to prioritise workload. - Client confidentiality. - Strong adherence to policies and compliance requirements. Experience: - Demonstrable experience in paraplanning. - Strong understanding of the advisory process. - Experience working with Intelligent Office preferred. Qualifications and Certifications: - Level 4 Diploma in Financial Planning [ideal but not essential] - Commitment to ongoing CPD.